By almost any historic yardstick, President Joe Biden is beginning the reelection campaign he formally announced today in a vulnerable position.

His job-approval rating has consistently come in at 45 percent or less; in several recent high-quality national polls, it has dipped closer to 40 percent. In surveys, three-fourths or more of Americans routinely express dissatisfaction with the economy. And a majority of adults have repeatedly said that they do not want him to seek a second term; that figure rose to 70 percent (including just more than half of Democrats) in a national NBC poll released last weekend.

Those are the sort of numbers that have spelled doom for many an incumbent president. “Compared to other presidents, Biden’s approval is pretty low [about] a year and a half from Election Day,” says Alan Abramowitz, a political scientist at Emory University, in Atlanta. “It’s not where you want to be, for sure.”

[David A. Graham: Biden’s in]

And yet despite Biden’s persistently subpar public reviews, there’s no sense of panic in the Democratic Party about his prospects. No serious candidate has emerged to challenge him for the party’s 2024 presidential nomination. No elected leaders have called on him to step aside. And though some top Democratic operatives have privately expressed concern about Biden’s weak standing in polls, almost every party strategist I spoke with leading up to his announcement said they consider him the favorite for reelection.

There are many reasons for this gap between the dominant views about Biden’s immediate position and his eventual prospects in the 2024 race. But the most important reason is encapsulated in the saying from Biden’s father that he often quotes in speeches: “Don’t compare me to the Almighty; compare me to the alternative.” Most Democrats remain cautiously optimistic that whatever concerns Americans might hold about the state of the economy and Biden’s performance or his age, a majority of voters will refuse to entrust the White House to Donald Trump or another Republican nominee in his image, such as Florida Governor Ron DeSantis.

“I think there’s no question that neither Trump nor Biden are where they want to be, but … if you project forward, it’s just easier to see a path for victory for Biden than for Trump or DeSantis,” says the Democratic strategist Simon Rosenberg, who was one of the few analysts in either party to question the projections of a sweeping red wave last November.

Rosenberg is quick to caution that in a country as closely split as the U.S. is now, any advantage for Biden is hardly insurmountable. Not many states qualify as true swing states within reach for both sides next year. And those states themselves are so closely balanced that minuscule shifts in preferences or turnout among almost any constituency could determine the outcome.

The result is that control over the direction for a nation of 330 million people could literally come down to a handful of neighborhoods in a tiny number of states—white-collar suburbs of Detroit, Philadelphia, Phoenix, and Atlanta; faded factory towns in Wisconsin and Pennsylvania; working-class Latino neighborhoods in Las Vegas; and small-town communities across Georgia’s Black Belt. “Never have so few people had such a big impact in deciding the future of American politics,” Doug Sosnik, the chief White House political adviser for Bill Clinton, told me.

On an evenly matched battlefield, neither side can rest too comfortably about its prospects in the 2024 election. But after Trump’s upset victory in 2016, Republicans have mostly faced disappointing results in the elections of 2018, 2020, and 2022. Across those campaigns, a powerful coalition of voters—particularly young people, college-educated white voters, those who don’t identify with any organized religion, and people of color, mostly located in large metropolitan centers—have poured out in huge numbers to oppose the conservative cultural and social vision animating the Trump-era Republican Party. Many of those voters may be unenthusiastic about Biden, but they have demonstrated that they are passionate about keeping Trump and other Republicans from controlling the White House and potentially imposing their restrictive agenda nationwide. Biden previewed how he will try to stir those passions in his announcement video Tuesday: Far more than most of his speeches, which typically emphasize kitchen-table economics, the video centers on portraying “MAGA extremists” as a threat to democracy and “bedrock freedoms” through restrictions on abortion, book bans, and rollbacks of LGBTQ rights.

“The fear of MAGA has been the most powerful force in American politics since 2018, and it remains the most powerful force,” Rosenberg told me. “It’s why Democrats did so much better than the fundamentals [of public attitudes about Biden and the economy] in 2022, and that will be the case again this time.”

After the Democrats’ unexpectedly competitive showing in the midterm election, Biden’s approval rating ticked up. But in national polls it has sagged again. Recent surveys by The Wall Street Journal, NBC, and CNBC each put Biden’s approval rating at 42 percent or less.

Sosnik said the pivotal period for Biden is coming this fall. Historically, he told me, voter assessments of an incumbent president’s performance have hardened between the fall of their third year in office and the late spring of their fourth. The key, he said, is not a president’s absolute level of approval in that period but its trajectory: Approval ratings for Ronald Reagan, Clinton, and Barack Obama, each of whom won reelection, were all clearly rising by early in their fourth year. By contrast, the approval ratings over that period fell for George H. W. Bush and remained stagnant for Trump. Each lost their reelection bid. Economists and pollsters say voters tend to finalize their views about the economy over roughly the same period and once again tend to put less weight on the absolute level of conditions such as inflation and unemployment than on whether those conditions are improving or deteriorating.

With that crucial window approaching, Biden will benefit if inflation continues to moderate as it has over the past several months. He also could profit from more time for voters to feel the effects of the massive wave of public and private investment triggered by his trio of major legislative accomplishments: the bipartisan infrastructure and semiconductor bills, and the climate provisions of the Inflation Reduction Act.

[Read: Biden’s blue-collar jobs bet]

But Biden also faces the risk that the economy could tip into recession later this year, which some forecasters, such as Larry Summers, the former Clinton Treasury Secretary who predicted the inflationary surge, still consider likely.

If a recession does come, the best scenario for Biden is that it’s short and shallow and further tamps down inflation before giving way to an economic recovery early in 2024. But even that relatively benign outcome would make it difficult for him to attract more supporters in the period through next spring when voters traditionally have solidified their verdicts on a president’s performance.

That means that, to win reelection, Biden likely will need to win an unusually large share of voters who are at least somewhat unhappy over conditions in the country and ambivalent or worse about giving him another term. Historically that hasn’t been easy for presidents.

For those who think Biden can break that pattern, last November’s midterm election offers the proof of concept. Exit polls at the time showed that a solid 55 percent majority of voters nationwide disapproved of Biden’s job performance and that three-fourths of voters considered the economy in only fair or poor shape. Traditionally such attitudes have meant disaster for the party holding the White House. And yet, Democrats minimized the GOP gains in the House, maintained control of the Senate, and won governorships in most of the key swing states on the ballot.

In 2022, the exit polls showed that Democrats, as the party holding the White House, were routed among voters with intensely negative views about conditions. That was typical for midterm elections. But Democrats defused the expected “red wave” by winning a large number of voters who were more mildly disappointed in Biden’s performance and/or the economy.

For instance, with Trump in the White House during the 2018 midterms, Republicans won only about one in six voters in House elections who described the economy as “not so good,” according to exit polls; in 2020, Trump, as the incumbent president, carried only a little more than one-fifth of them. But in 2022, Democrats won more than three-fifths of voters who expressed that mildly negative view of the economy.

Similarly, in the 2010 midterm elections, according to exit polls, two-thirds of voters who “somewhat disapproved” of Obama’s performance as president voted against Democrats running for the House; almost two-thirds of the voters who “somewhat disapproved” of Trump likewise voted against Republicans in 2018. But in 2022, the exit polls found that Democrats surprisingly carried almost half of the voters who “somewhat disapproved” of Biden.

The same pattern persisted across many of the key swing states likely to decide the 2024 presidential race: Democrats won the governors’ contests in Arizona, Michigan, Pennsylvania, and Wisconsin, and Senate races in Arizona, Pennsylvania, and Georgia, even though the exit polls found a majority of voters in each state said they disapproved of Biden’s performance. Winning Democratic gubernatorial candidates such as Gretchen Whitmer in Michigan, Josh Shapiro in Pennsylvania, and Katie Hobbs in Arizona each carried at least 70 percent of voters who described the economy as “not so good.”

Why did Democrats so exceed the usual performance among voters dissatisfied with the country’s direction? The answer is that many of those voters rejected the Republican Party that Trump has reshaped in his image. The exit polls found that Trump was viewed even more unfavorably than Biden in several of the swing states, including Arizona, Pennsylvania, and Wisconsin. And nationally, more than two-fifths of voters who expressed negative views about the economy also said they considered the GOP “too extreme.” Particularly on social issues such as abortion rights and gun control, the 2022 results demonstrated that “Trump and these other Republicans have painted themselves into a corner in order to appeal to their base,” Abramowitz told me.

Biden may expand his support by next year, especially in the battleground states, if economic conditions improve or simply because he may soon start spending heavily on television advertising touting his achievements, such as new plant openings. But more important than changing minds may be his ability to replicate the Democrats’ success in 2022 at winning voters who aren’t wild about him but dislike Trump and the GOP even more. “While there are not an overwhelming number of people who are tremendously favorable to Biden, I just don’t think there is an overwhelming number of persuadable people who hate him,” says Tad Devine, a long-time Democratic strategist. “They hate the other guy.”

Lynn Vavreck, a political scientist at UCLA, told me that dynamic would likely prove powerful for many voters. Even Democratic-leaning voters who say they don’t want Biden to run again, she predicted, are highly likely to line up behind him once the alternative is a Republican nominee whose values clash with their own. “The bottom line is that on Election Day, that Democratic nominee, even the one they didn’t want to run again, is going to be closer to most people’s vision of the world they want to live in than the Republican alternative,” she said.

In both parties, many analysts agree that in a Biden-Trump rematch, the election would probably revolve less around assessments of Biden’s performance than the stark question of whether voters are willing to return Trump to power after the January 6 insurrection and his efforts to overturn the 2020 election. “President Biden by every conventional standard is a remarkably weak candidate for reelection,” the longtime Republican pollster Bill McInturff told me in an email. But “Biden’s greatest strength,” McInturff continued, may be the chance to run again against Trump, who “is so terrific at sucking up all the political oxygen, he becomes the issue on which the election gets framed, not the terrible economy or the level of Americans’ dissatisfaction with the direction of the country.”

On both sides, there’s greater uncertainty about whether DeSantis could more effectively exploit voters’ hesitation about Biden. Many Democrats and even some Republicans believe that DeSantis has leaned so hard into emulating, and even exceeding, Trump’s culture-war agenda that the Florida governor has left himself little chance of recapturing the white-collar suburban voters who have keyed the Democratic recovery since 2018. But others believe that DeSantis could get a second look from those voters if he wins the nomination, because he would be introduced to them largely by beating Trump. Although Devine told me, “I do not see a path to the presidency in the general election for Donald Trump,” he said that “if DeSantis were to be able to get rid of Trump and get the credit for getting rid of Trump…I think it’s fundamentally different.”

One thing unlikely to change, whomever Republicans nominate, is how few states, or voters, will effectively decide the outcome. Twenty-five states voted for Trump in both 2016 and 2020, and the strategists planning the Biden campaign see a realistic chance to contest only North Carolina among them. Republicans hope to contest more of the 25 states that voted for Biden, but after the decisive Democratic victories in Michigan and Pennsylvania in 2022, it’s unclear whether either is within reach for the GOP next year. The states entirely up for grabs might be limited to just four that Biden carried last time: Arizona, Georgia, Nevada, and Wisconsin. And as the decisive liberal win in the recent state-supreme-court election in Wisconsin showed, winning even that state, like Michigan and Pennsylvania, may be an uphill battle for any Republican presidential nominee viewed as a threat to abortion rights.

[Read: The first electoral test of Trump’s indictment]

In their recent book, The Bitter End, Vavreck and her co-authors, John Sides and Chris Tausanovitch, describe hardening loyalties and a shrinking battlefield as a form of electoral “calcification.” That process has left the country divided almost in half between two durable but divergent coalitions with antithetical visions of America’s future. “We are fighting at the margins again,” Vavreck told me. “The 2020 election was nearly a replica of 2016, and I think that largely this 2024 election is going to be a repeat of 2020 and 2016.” Whatever judgment voters ultimately reach about Biden’s effectiveness, or his capacity to handle the job in his 80s, this sorting process virtually guarantees another polarized and precarious election next year that turns on a small number of voters in a small number of states.

This is an edition of The Atlantic Daily, a newsletter that guides you through the biggest stories of the day, helps you discover new ideas, and recommends the best in culture. Sign up for it here.

Most Americans do not want President Joe Biden and former President Donald Trump in another head-to-head match for the White House. But barring a dramatic change in circumstances, that’s the contest we’ll see in 2024.

First, here are four new stories from The Atlantic:

Tucker Carlson’s successor will be worse. A refuge from internet algorithms is hiding in plain sight. Dear Therapist: I won’t marry someone with a mountain of debt. Chris Christie doesn’t want to hear the name Trump.

Existential and Inevitable

Polls for the past six months or so have consistently shown that a majority of Americans do not want to see a rematch between Donald Trump and Joe Biden. And yet, unless health issues sideline one or the other (or unless a newly unemployed Tucker Carlson decides to take his angry-racist-preppie shtick into politics), the Trump-Biden showdown feels inevitable.

But Trump and Biden are likely to be renominated for very different reasons. Obviously, Biden is the incumbent—and, as I have argued, has been a remarkably successful president under difficult circumstances. Whatever the grousing from Democratic faithful, parties do not torpedo their own president: The only sitting chief executive who was elected in his own right and then denied renomination for another term was Franklin Pierce, in 1856. (Four others were denied nomination after becoming president upon the death of the incumbent.)

My colleague Mark Leibovich, however, has suggested that Biden’s age is too big a problem to ignore, and that the Democrats would benefit from a contested primary:

The public silence around the president’s predicament has become tiresome and potentially catastrophic for the Democratic Party. Somebody should make a refreshing nuisance of themselves and involve the voters in this decision.

I don’t quite agree. Biden, as the expression goes, has lost a step, but I kind of like the new Joe Biden. As a senator and a vice president, Biden was often a great source of Kinsley gaffes, the accidental truth-telling that made him a must-watch on the Sunday shows. Biden as president is different, and not just older. There’s a greater seriousness to him, a somberness, and an obvious weight on his shoulders. To me, that’s a better Biden.

But the president is older. He’s still liable to blurt out a gaffe or scramble his sentences, and it sounds less charming or amusing now than it did a decade ago. And sometimes, his rambles go off into mystifying detours, some of which are untrue. But on the man’s record alone, it’s going to be hard to argue to Democrats and independents that he somehow doesn’t deserve another term. Republicans, for their part, seem to know this, which is why they’ve rarely bothered attacking Biden on policy, resorting to debt-ceiling chicanery and invocations of Hunter Biden rather than more substantive (and legitimate) criticism.

Let’s put it this way: If Ted Kennedy could not take out Jimmy Carter, no one in today’s Democratic Party is going to defeat Joe Biden.

But let’s also admit an uncomfortable truth that the Democrats dare not say out loud: At least some of the concerns about Joe Biden’s age are in reality barely veiled worries about Kamala Harris. Biden’s approval ratings are struggling, but the vice president’s numbers are worse—in fact, among the worst of any modern vice president at this point in an administration. (Mike Pence is a strong competitor in this category.) I think Harris ran a lousy campaign and has been, at best, a lackluster VP. Yes, Joe Biden rambles, but Harris, when off script, often sounds like a compilation of disjointed clichés, delivered with a kind of corporate-trainer earnestness. (Some of this is likely related to her reported staffing problems.) Her few forays into policy have been unimpressive, and even her intensely dedicated online supporters seem to have become a bit quieter.

Personally, I have no doubt that if something happened to President Biden, Vice President Harris—along with an able and well-staffed administration—would be a reasonable steward of the White House for the remainder of Biden’s term. Nevertheless, when health and age are prominent issues (as they were with Ronald Reagan and Dwight Eisenhower), voters are going to look more closely at the vice president. Harris no doubt still has dedicated supporters in the party, but that might not be enough to overcome how much of America just doesn’t like her.

Concerns about Joe Biden’s renomination, however, are trivial compared with the problem facing those Republicans—roughly four in 10—who do not want Donald Trump as the GOP nominee.

The GOP as a political institution has functionally ceased to exist at the presidential level. The nomination process is controlled, at this point, by a cult of personality; Trump bitter-enders are now the backbone of the party, and their fanaticism gives Trump a stable plurality of votes that no other candidate can match. To defeat Trump for the nomination, a conventional candidate would not only have to attack Trump hammer and tongs; they would also have to demand that the national Republican Party buck millions of its own base voters. This is even more unlikely than Biden getting primaried by some youthful Democrat, because it would require the Republican National Committee chair Ronna McDaniel and other GOP leaders to replace the tapioca in their spines with something like principle, and declare that the Party of Lincoln will not lend its money and support to a sociopath who has incited violent sedition against the government of the United States.

That’s not going to happen. It is possible, I suppose, that if Trump is facing multiple state and federal indictments by late summer, Republicans will finally throw their support to someone else, perhaps even Ron DeSantis, out of desperation. But for now, the nomination belongs to Donald Trump.

I would be relieved to be wrong about this, but if nothing changes, 2024 will again be a stark and existential choice. Former New Jersey Governor Chris Christie has grumbled that if the election is Biden versus Trump again, he probably won’t vote. The rest of us, however, cannot afford this kind of petty tantrum. The Republican Party has mutated from a political organization into an authoritarian movement. Democracy itself will be on the line for the third time since 2020, and staying home—or taking the dodge of voting for some no-hope third-party candidate—is not a responsible option.

Related:

The case for a primary challenge to Joe Biden Leave Joe Biden alone.

In Remembrance

Courtesy of Michael Kelly’s family

Michael Kelly, who was the editor in chief of The Atlantic from 1999 to 2002, worked at many publications in a career that was tragically cut short 20 years ago this month. He wrote for small newspapers and big ones, for political magazines and general-interest ones. He was a beat reporter and a writer of profiles and feature stories, a war correspondent and a columnist. He led a number of publications—The New Republic, National Journal, The Atlantic. His acclaimed reporting on the Gulf War, in 1991, was eventually turned into the book Martyrs’ Day. Mike was covering the Iraq War for The Atlantic in 2003 when he was killed on the outskirts of Baghdad.

Michael Kelly is remembered the same way by everyone who worked with him. He was disorganized—his desk drawers held manuscripts but also laundry and dishes—and his handwriting was illegible. He was disarmingly funny, raised by journalist parents in a boisterous Irish family. He was passionate about his principles—a collection of his writing, Things Worth Fighting For, was aptly titled. Perhaps counterintuitively, given his own strong convictions, one thing he believed in was the value of publishing diverse points of view: Ideas need vigorous testing. Another was the central importance of character in public life.

Mike’s family—including his wife, Madelyn, and his children, Tamzin and Jack—and many friends and colleagues gathered this past weekend in Washington, D.C., to mark the 20th anniversary of his death. Tamzin and Jack were 6 and 4 when Mike was killed. “One lesson my father taught me,” Tamzin Kelly said in her remarks, “is the importance of standing up for what you believe in. More than that, the importance of believing what you believe in.” Jack Kelly spoke about the experience of encountering his father through the pages of Things Worth Fighting For—discovering the opinions they shared and, more important, the ones they did not:

It’s both useful and comforting to think about our similarities with those we’ve lost. But there’s a flatness to it—it takes a static image of the dead and asks us to find a portion of ourselves in it. Thinking of our differences with those who are gone is at once more difficult and more rewarding: It asks us how we might have co-evolved with them, how we may have changed each other, and how we would have loved each other as humans who—like all humans—argue and disagree.

A year after Mike’s death, Robert Vare, the editor of Things Worth Fighting For, wrote about his colleague and friend in an article for The Atlantic. You can find Vare’s article here.

— Cullen Murphy, editor at large at The Atlantic

Today’s News

CNN released a statement declaring an end to its relationship with the anchor Don Lemon. Myles Cosgrove, the former Louisville officer who fired the fatal shot that killed Breonna Taylor, has been hired by a police force in a nearby county. Countries are hurrying to extract their citizens from Sudan as violence continues between the military and the Rapid Support Forces paramilitary group.

Dispatches

Famous People: Lizzie and Kaitlyn head to Queens for a day at the racetrack.

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Culture Break

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Read. “AAAAdam,” a new poem by Adam Giannelli.

“my mother liked // the name because it couldn’t be undone / by a nickname and my father loved my mother.”

Watch. The Canadian comedy Letterkenny (available on Hulu), which delights in wordplay and linguistic silliness.

Play our daily crossword.

P.S.

Tucker Carlson was reportedly fired from Fox News today. I will not deny the schadenfreude of seeing Fox boot one of the most cynical and destructive figures in American public life off the air. (And one who took a weird shot at me in his program some weeks ago.) If the reports of his firing are true, this would be Carlson’s third dismissal from a media network; he’s only 53, so maybe he can take a bit of time to consider why this keeps happening to him. Unless his replacement is someone worse—and my colleague David Graham thinks that’s a distinct possibility—Fox has made at least one decision that will improve our public discourse.

Today’s news reminded me how much it seems as though the writers of the HBO series Succession have a crystal ball somewhere. Last night’s episode (covered here by The Atlantic’s Spencer Kornhaber) had Lukas Matsson, the internet tycoon trying to buy out the Roy family businesses, talking about how it’s time for ATN—the series’ obvious Fox News stand-in—to dump its “news for angry old people” format. As I’ve told you, I have a bit part in some upcoming Succession episodes as an ATN pundit, and although I cannot tell you what happens next, I think it’s fair to say that art and life will remain intertwined in the coming weeks.

— Tom

Katherine Hu contributed to this newsletter.